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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
EP
226
Essential Partners
California
$22K +$19.9K +929 +465%
RS
227
Rakuten Securities
Japan
$15.8K +$6.8K +317 +64%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$14.1K -$53.2K -2,482 -77%
FHC
229
First Horizon Corporation
Tennessee
$13.8K +$4.1K +191 +37%
US Bancorp
230
US Bancorp
Minnesota
$13.4K -$81.9K -3,820 -85%
SFCL
231
Strengthening Families & Communities LLC
Massachusetts
$13.2K
AAP
232
Arax Advisory Partners
Colorado
$10.4K +$11.2K +520 +4,000%
RIL
233
Rothschild Investment LLC
Illinois
$8.5K +$6.16K +287 +191%
WPA
234
Wealth Preservation Advisors
Tennessee
$5.7K +$6.29K +293 New
WTC
235
WhitTier Trust Company
Nevada
$5.22K +$3.17K +148 +119%
IAIM
236
International Assets Investment Management
Florida
$4.87K +$5.36K +250 New
MCM
237
MAI Capital Management
Ohio
$4.83K -$11.1K -519 -68%
MAM
238
Marquette Asset Management
Minnesota
$4.71K +$2.4K +112 +86%
BFS
239
Bare Financial Services
Pennsylvania
$4.26K +$3.58K +167 +321%
TRCT
240
Tower Research Capital (TRC)
New York
$3.89K +$3.54K +165 +471%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$3.87K
OCM
242
Osbon Capital Management
Massachusetts
$3.37K
BIA
243
Bell Investment Advisors
California
$3.19K +$2.87K +134 +447%
MWPCG
244
Measured Wealth Private Client Group
New Hampshire
$2.82K
AAG
245
Armstrong Advisory Group
Massachusetts
$2.34K +$2.57K +120 New
TWD
246
True Wealth Design
Ohio
$1.95K +$987 +46 +85%
GI
247
GAMMA Investing
California
$1.95K +$1.2K +56 +127%
PWMG
248
Private Wealth Management Group
New Jersey
$1.85K +$2.04K +95 New
AWM
249
Activest Wealth Management
Florida
$1.81K +$365 +17 +22%
CFO
250
CVA Family Office
Colorado
$1.46K +$772 +36 +92%